I don’t have anything in the way of hard data, just a somewhat informed guess based on observation and some of the rumblings I’ve heard. It’s been years since Disney has released any catalog titles on Blu-ray that aren’t just re-releases of films that have already been released on the platform, and they’ve been a slow adopter of 4K to say the least. I think they’re biding their time to see how Disney+ performs, and if it’s a hit, I think they’ll massively scale back the number physical releases.